TRUEWEALTH FINANCIAL PARTNERS
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 316079
- Registered since
- September 3, 2021
- Website
- www.truewealthfp.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.85%
- Individuals12.08%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Truewealth Financial Partners is an independent registered investment adviser organized as an LLC and operating with an individual-owner structure. The firm provides financial planning and discretionary portfolio management for individual and family clients, including small-business owners. Fee arrangements include both percentage-of-AUM billing and fixed fees. Truewealth is SEC-registered (since 2021) and does not present itself as a multi-state adviser, pension consultant, or capital allocator. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Other1%
Contacts
3 of 5SAMUEL WISNESKI
Financial AdvisorCRD 7684934
Kathryn Kokenge
Lead AdvisorCRD 4564962
JAMIE LANGLOW
Financial AdvisorCRD 7750412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$215M in ETFs
99%
$212M
1%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $47.4M | 79,356 | 22.04% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 11400 SE 8th St
- Time zone
- PT (UTC-8)
- Office locations
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